Hi dear Community,
This post is related to the following feature request in our Ideas forum:
We wanted to provide more visibility to @DeKoning 's solution that he shared in the Idea's thread:
"Seems like the "Add Pipeline Logic" feature has solved this issue for Pro and Enterprise Sales Hub Users. We've been using it at Raka . Here is more info on the Knowledge Base ."
Thank you @DeKoning
Hi there, We have upgraded to both Sales Enterprise and also Marketing Professional and would like a little help if possible. We would like to edit the notes tab if possible to capture specific data fields, we use the golden squares further on down on the left hand panel. The intent of what we are wishing to do is find the best way to capture discovery questions (which would need to be editable text) and if possible change the name of the N
Hello, For a little context, we are a school, and we would like to identify our students by Cohort (Classes). I know we can do lists, but I wanted to know if there's another way we can do that, and how to.
We have a custom object (Management Company) that we associate individual companies with. Here is what I want to achieve. I am looking for an efficient way to access a list of companies with their associated Management Company (custom object). Ideally this would be through a workflow push to a google sheet, but I would also be able to use a list or report export. Ideal output would be a company list with a column for the management co
Hello, I've recently created a calculated contact property called Time in SQL. It calculates the time between becoming an SQL and becoming the next stage in our process - Sales Working. I'd like to create a report that shows me the average Time in SQL over time for all of our contacts. Any ideas of how to do that?
One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you.
That’s why we’re so excited about this space to learn and grow better together!
To get started, say hello and introduce you read more
Welcome to our Community-enabled onboarding program!
In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more
Does anyone know if there is a way to setup a sequence that is from a secondary email address? I operate in both .com.au and com.sg. I'd like to set up my email address com.sg in Hubspot and then add prospects to a sequence that will be sent fr read more
When I'm working at my desk, I use the Chrome extension to track emails and email opens. This works great! However, when I'm working on the couch or elsewhere, I use an iPad Pro with a Magic Keyboard to reply to emails. Unfortunately, I haven't read more
hello! I am new at my company and I am doing my best to get the admin side (permissions) at a more secure level. For some of my users, I removed their "super admin" access and gave them a custom permission set that is more tailored to their role. read more
When trying to connect Zapier to my Hubspot (something I've done many many times before) I get the following error in the pop-up window: "An invalid redirect_uri was provided. Please contact the app developer" Any of the knowledge base solut read more
We are creating a view at the Deals level. In this Deals view we would like to have a column that shows which campaign a deal is in. These campaigns are run by the sales team so it correlates to the deals area. The issue is this "Campaign" field li read more